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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,450 | $78,690-79.1% | $161,489-89.8% | $87,485-81.2% |
| Participation rate | 40.4% | 67.5%-27.0pp | 78.7%-38.3pp | 68.9%-28.5pp |
| Annual return | 12.01% | 32.74%-20.7pp | 89.72%-77.7pp | 26.06%-14.0pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,650 | $3,311+10.3% | $5,630-35.2% | $4,274-14.6% |
| Admin fee / account holder | $1,000 | $6,724-85.1% | $16,006-93.7% | $7,775-87.1% |